ETF Basics

ETF Basics

There are 189 Exchange Traded Fund (ETF) sectors defined by Morningstar.
1) You can select either ‘All’ or sector of interest (e.g. Specialty – Natural Resources, Specialty – Real Estate,..), and
2) select ‘Enter’
The output shows top four ETFs for each selected sector of your interest.

User Selects: ‘Broker’ then ‘Mutual Fund Family/Manager’
Create portfolio recommendation at a selected Broker by the user with the funds from up to 4 selected ETF only
E.g. a) in US we can choose TD Ameritrade as a Broker and ‘All’ ETF Fund Family /Manager option or
b) Scottrade as a Broker and up to 4 ( can be 1, 2, 3, or 4) ETF Fund Family/Managers: e.g. ‘Blackrock,’ ‘Fidelity Investment, ’ ‘Vanguard,’ ‘PIMCO’ as a Mutual Fund Managers and come up with a portfolio recommendations w/ all funds by Fidelity Investments only.

ETF Basics inside
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